Montgomery Financial Services LLC

Position in DRI — Darden Restaurants Inc

CIK 2149844 OCEAN CITY, MD

Position in DRI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$17,716

New position

Shares Held

86

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#948

of 1,078 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Montgomery Financial Services LLC holds $79,515 across 4 Restaurants names. DRI ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	208	$56,224
2	DRI	Darden Restaurants Inc This page	86	$17,716
3	YUM	Yum Brands Inc	29	$4,635
4	YUMC	Yum China Holdings, Inc.	23	$940

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,716	86	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.